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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-08-27 |
| WA | RA | APPROVED | 1997-04-04 |
Branch Locations
8115 Birch Bay Square St Suite 118, Blaine, WA 98230-9803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | Bellingham | WA | 12/1996 | Present |
Whatcom Lodge #151 Free and Accepted Masons Bellingham, WA Start date: 10/3/2013 Finance Comm. Hours per week: 0 Hours during trading: 0 Desc: discuss, approve/reject, annual budget, dues, expenses of the Lodge, etc. I have made it clear that I CANNOT have a VOTE on anything regarding the Lodge account, including but not limited to: additions to, withdrawals from, or the investments used.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-14 |
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